Montz Harcus Wealth Management LLC
● SEC registered since 2019CRD 301963SEC# 801-115292New Orleans, LA
Reg. AUM
$876.3M
Employees
10
Accounts
1,531
Location
New Orleans, LA
Montz Harcus Wealth Management LLC assets under management
Montz Harcus Wealth Management LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 2019. It reports $876.3 million in regulatory assets under management and employs 10 people.
Montz Harcus Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Bruce Harcus Control | Member/Vice President/Chief Compliance Officer | 10-25% | 2019 |
| Christine Champagne Montz Control | Managing Member/President | Over 75% | 2019 |
Frequently asked questions
How much does Montz Harcus Wealth Management LLC manage?
Montz Harcus Wealth Management LLC reports $876.3 million in regulatory assets under management on its Form ADV.
How many employees does Montz Harcus Wealth Management LLC have?
Montz Harcus Wealth Management LLC reports 10 employees.
Where is Montz Harcus Wealth Management LLC located?
Montz Harcus Wealth Management LLC is based in New Orleans, LA and has been SEC-registered since 2019.
Does Montz Harcus Wealth Management LLC disclose fund performance?
Montz Harcus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 610 City Park Avenue, New Orleans, LA 70119 |
| Phone | 504-488-3700 |
| Fax | 504-483-0398 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$876.3M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$876.3Mregulatory AUM
Discretionary $794.6MNon-discretionary $81.8M